Description

UW Medicine Advancement has an excellent opportunity for an Associate Director for Collaborative Fund Management.

Reporting to the Senior Director for Collaborative Fundraising Strategy, the Associate Director for Collaborative Fund Management is responsible for translating complex gift and fund transfer agreements into clear, compliant, and efficient financial processes that help philanthropic support reach high-impact initiatives quickly. This role serves as a trusted connector across UW Medicine Advancement, University and hospital finance teams, and external partners, strengthening operational infrastructure, improving stewardship, and enabling more sophisticated collaborative fundraising investments. For a strategic, detail-oriented professional who enjoys building relationships and solving complex operational challenges, this is an opportunity to shape systems that amplify philanthropy across UW Medicine.

This position is based in Seattle, Washington at UW Medicine’s South Lake Union campus and operates on a hybrid schedule, with an expectation of at least 2 days per week onsite and up to 3 days of telework.

DUTIES AND RESPONSIBILITIES

Collaborative Fund Transfer & Process Optimization (40%)

       Manage the collaborative fund aspects of fundraising partnerships including:

• Cross-team, cross-campus and institutional fundraising partnerships,
• Coordination with Fred Hutchinson Cancer Center, Seattle Children’s, Harborview Medical Center, and other key partners as they emerge.
• Oversee financial processes that support transfers within UW Medicine and between external partners.
• Improve documentation, processes and tracking systems for cross entity philanthropic fund transfers to ensure efficiency, compliance, and transparency.
• Identify inefficiencies in manual transfer workflows and implement streamlined, audit ready solutions that support operational excellence.
•  Develop tools to support reconciliation activities.

Gift Fund Architecture & Financial Structuring (25%)

• Support the translation of donor intent and gift agreement terms into compliant financial structures within University financial systems.
• Partner with finance teams to design appropriate fund architecture for complex, multiunit gifts, ensuring alignment with  institutional policies and donor expectations.
• Develop internal guidance for structuring gifts that involve endowments, current use funds, matching mechanisms, or dividend distribution requirements.
• Support creation of tracking mechanisms for structured or conditional gifts to ensure ongoing accountability.

Collaborative Fund Distribution Troubleshooting & Advisory Support (20%)

• Serve as the firstline resource for fund distribution and spending inquiries from department and division administrators.
• Interpret gift purpose language and provide guidance on allowable spending in collaboration with Advancement and finance colleagues.
• Escalate sensitive or high risk issues to appropriate leadership and stakeholders as needed.
• Provide education and advisory support to gift officers and Advancement colleagues regarding the financial implications of complex gift structures.

Documentation, Templates & Policy Development (10%)

• Develop and maintain documentation for complex collaborative gift agreements requiring ongoing operational oversight. 
• Create templates, standard operating procedures, and process maps to improve clarity and consistency across teams.
• Contribute to the development of internal policies governing collaborative fund management.

CrossFunctional Collaboration & Communication (5%)

• Collaborate with University treasury, Advancement finance, School of Medicine finance, hospital finance, and external partner finance teams to support shared goals and operational feasibility.
• Participate in partnership discussions related to fund structure and workflow alignment.
• Draft and contribute to financial language within internal and external memoranda of understanding (MOUs) as needed.

Application Requirement

This recruitment requires a cover letter. Your application will not be considered unless you attach a cover letter

MINIMUM REQUIREMENTS

• Bachelor's degree in business, communications, nonprofit management, or a related field or comparable work experience and four or more years of experience in complex administration, project management, fundraising operations, and/or finance operations within a nonprofit, higher education, or healthcare setting.
• Equivalent education/experience will substitute for all minimum qualifications except when there are legal requirements, such as a license/certification/registration.
   

ADDITIONAL REQUIREMENTS

• UW Medicine values professionalism. Employees are expected to conduct themselves in a professional manner in accordance with UW Medicine Policy on Professional Conduct. An assessment of professionalism will be a factor considered in performance reviews, salary adjustments and promotion.
• Alignment with UW’s Executive Order 81 Prohibiting Discrimination, Harassment, and Sexual Misconduct which establishes the University’s standards for preventing and responding to such conduct, including compliance with applicable federal and state laws. The University is committed to fostering an environment in which all members of its community can participate fully in University programs and activities free from discrimination, harassment, sexual misconduct, and retaliation.
• Demonstrated use of sound project management methodologies and tools. Ability to develop standard processes, write supporting documentation, and implement methodologies. Strong organizational skills and attention to detail.
• Experience collaborating with colleagues across complex and large organizations.
• Ability to work independently, think analytically, problem solve, take initiative, set priorities, and handle multiple projects effectively.
• Strong interpersonal and customer service skills, with the ability to communicate openly, directly, and professionally to foster dialogue and resolve differences effectively.
• Demonstrated ability to work on a team, be mindful of deadlines, respect varying skillsets, juggle priorities, and willing to do a variety of tasks, including administrative ones.
• Demonstrated ability to maintain confidence and protect confidential information.
• Proficiency with Microsoft Office applications (Word, Excel, PowerPoint, and Teams), with the willingness and ability to learn the UW donor CRM and other proprietary systems.  Willingness to learn Workday Finance and related UW accounting and finance systems.  

Preferred Qualifications

• Knowledge of gift fund structures and characteristics, such as endowment, current use, discretionary, etc.
• Familiarity with Workday or comparable financial management systems, donor databases, CRM systems, and Asana or comparable project management software.
• Knowledge of federal, state and UW gift compliance policies.
• Experience supporting multi-entity or cross-institutional agreements or partnerships.

Benefits:

• 403(b)
• 403(b) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Retirement plan
• Tuition reimbursement
• Vision insurance